What are the responsibilities and job description for the Tax Partner position at Navigate Search?
High-Net-Worth & Closely Held Business Tax Partner
Position Overview
This role provides strategic tax leadership to high-net-worth individuals, families, family offices, and closely held businesses. The Partner is responsible for delivering sophisticated tax planning and compliance services, owning key client relationships, advising on complex transactions, and contributing to the growth and leadership of the tax practice.
Key Responsibilities
- Serve as the primary tax advisor to high-net-worth individuals, families, and owners of closely held businesses
- Lead comprehensive tax planning across individual, trust, estate, and business entities, including partnerships, S corporations, and LLCs
- Advise on complex matters such as liquidity events, business exits, succession planning, estate and gift strategies, multi-state residency, and wealth transfer planning
- Oversee and review federal, state, and local tax filings for individuals, trusts, estates, and pass-through entities
- Partner with business owners on tax-efficient structuring, growth planning, recapitalizations, and ownership transitions
- Maintain and grow a book of business through deep client relationships and targeted business development efforts
- Collaborate with attorneys, investment advisors, bankers, and internal service teams to deliver integrated solutions
- Provide technical leadership, mentorship, and development support to managers and senior professionals
- Contribute to practice strategy, growth initiatives, and thought leadership within the private client and closely held business space
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation preferred)
- CPA required; JD, LLM, or CFP a plus
- 12 years of public accounting or advisory experience serving HNW individuals and closely held businesses
- Deep technical expertise in individual, fiduciary, and pass-through entity taxation
- Proven ability to manage and grow complex client relationships at the partner level
- Strong leadership presence, business development capability, and communication skills
- Experience advising owner-managed and entrepreneurial businesses
Role Impact
This position offers the opportunity to advise entrepreneurial families and business owners on both personal wealth and business strategy, shape a growing private client and closely held business practice, and play a meaningful leadership role within a collaborative, high-performance firm.